HomeMy WebLinkAbout08-20-14 NOTICE OF INHERITANCE TAX r . pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION -__-' REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 08-18-2014
ESTATE OF YOUNG ROBERT L
DATE OF DEATH 11-15-2010
FILE NUMBER 21 11-0147
COUNTY CUMBERLAND
SHIELDS DS III CHARLES E ACN 101
6 CLOUSER RD APPEAL DATE: 10-17-2014
MECHANICSBURG PA 17055-9751 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- RETAIN LOWER PORTION FOR YOUR RECORDS 4
REV 1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: YOUNG ROBERT LFILE NO. :21 11-0147 ACN: 101 DATE: 08-18-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
S. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 29,302.00
S. Total Assets (8) 29.302.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 23,589.75
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 717.51
11. Total Deductions (11) 24,307.26
12. Net Value of Tax Return (12) 4,994.74
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (I3) .00
14. Net Value of Estate Subject to Tax (14) 157,132.27
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) . 00 X DO = . 00
16. Amount of Line 14 taxable at lineal rate (16) IS7. I39-97 X 045 = 7,-,,070.95
17. Amount of Line 14 at sibling rate (17) - 0n X 122= - . 00^-I
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 155' o ��
19. Principal Tax Due (I, - C:-- p"9370 X95'''
TAX CREDITS: _ -�'-; r?
;
PAYMENT RECEIPT DISCOUNT (+) C: r_ O">'.,' -
DATE NUMBER INTEREST/PEN PAID (-7 AMOUNT PAID
08-12-2011 CDO14851 .00 6,471 .25 L? - ''..
01-15-2014 CDO18662 . 00 402. 12
04-10-2014 CDO19020 44.85- 242.59 -' II r�
N Z
CD
TOTAL TAX PAYMENT 7,071 .11
BALANCE OF TAX DUE .16CR
INTEREST AND PEN. .00
TOTAL DUE .16CR
v IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE `^
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.